IWP Wealth is dedicated to providing the highest level of service for our families and advice that comes from years of experience in financial services industries.
We were clients first – which means we understand both the joys and the stresses that come with having money. This allows us to solve problems from a client’s perspective.
About Our Partners
Charlie Willhoit – President
Charlie founded IWP in 2004 to serve his own family, building on his professional philosophies as an advisor and his personal demands and experiences as a wealth management client. Before establishing IWP, Charlie spent several years as a principal and owner helping run a $500 million multi-family investment manager that was servicing his family. Prior to entering the wealth management industry, Charlie spent eight years at J.P. Morgan where he became the firm’s youngest senior equity research analyst. He graduated Magna Cum Laude from Boston College with a B.A. in Economics with minors in Finance and Political Science. He is Series 65 licensed.
Alex Cobb, CFA – Partner/Head of East Coast
Alex joined IWP with 15 years of experience in the investment business. Most recently, he was a senior equity analyst with Fidelity, where he managed the Technology and Energy segments of the Fidelity Small Cap Opportunities Fund. For 7 years before that, Alex was an equity analyst for the Raptor hedge fund at Tudor Investments in Boston. Prior to that, Alex worked in the Equity Research departments of Morgan Stanley and J.P. Morgan. A CFA charterholder, he earned a B.A. from Middlebury College and an MBA from the Harvard Business School.
Chris Dzurinko, CFA – Partner
Chris joined IWP after 10 years working in the institutional equity, real estate, and private equity sectors. Before joining IWP in 2006, Chris was the senior financial analyst for The Alta Group, a private equity firm. Prior to that, Chris was a senior equity analyst at American Technology Research and spent 5 years in equity research at J.P. Morgan and CIBC. Chris also served as a senior consultant with Ernst & Young’s Real Estate Consulting practice conducting valuation analyses, strategic planning, and transaction due diligence. Chris graduated from Pepperdine University, Summa Cum Laude, with a B.S. in Business Administration and Finance and is a CFA charterholder.
Dawn Apang – Partner, Client Relations
Dawn joined IWP with a background in public relations, and now serves as the company’s Head of Client Services. Prior to joining IWP, Dawn worked for a prominent music industry firm in Los Angeles. She graduated Magna Cum Laude from the University of Memphis with a B.A. in Public Relations and is currently working on achieving a designation as a Certified Financial Planner.
Tammy Ward, CFP® – Partner, Client Relations
Tammy joined IWP with 11 years of experience in the wealth management business. Most recently, she served as the Director of Client Service at a multi-family office located in Boston, MA. Prior to that, Tammy was an analyst at Fidelity Investments, where she was responsible for reporting, financial analysis, and trading for family office clients. For six years before that, she was an associate to the portfolio management and financial planning divisions of a multi-family investment management firm. Tammy received her BA in Finance from the University of Massachusetts Amherst, her MS in Financial Planning from Bentley College McCallum Graduate School of Business, and holds the Certified Financial Planner™ designation. She is Series 65 licensed.
Stephanie Bowers – Partner, Client Relations
Stephanie joined IWP with 6 years of experience in the financial services industry. Previously she was a financial associate with a nationwide wealth management firm, assisting with financial planning, client services, trading, marketing, and account research. She holds both Series 7 and Series 66 licenses. She graduated from the University of Denver, Magna Cum Laude, with University Honors and a BSBA in International Business with a minor in Finance.